Fernwood Investment Management

read moreFor over 15 years, our firm has worked with our clients to create wealth strategies that have allowed our clients to achieve their goals. Those goals include among others, protecting and growing their wealth, providing income to maintain their lifestyles during retirement years, putting structures in place to efficiently pass on wealth to the next generation or to achieve philanthropic goals. While we partner with the leading global financial services firms to execute trades, provide custodial services and cutting-edge technology, our independent employee ownership structure allows us to be free from conflicts in the service of our clients.

read moreWe offer advice across the spectrum: college planning, insurance coverage, tax impact of investment strategies, retirement plans and pension assets, estate planning, stock options, business investments, and private equity. In addition to our services, we interact with other seasoned professionals to meet our clients comprehensive financial needs. These professionals include CPA's, Estate Planning Attorneys, Insurance and Real Estate professionals among others. There are often many moving parts to a comprehensive financial plan.

read moreSince 2003, we have been delivering comprehensive, innovative investment solutions to individuals, families, foundations, and endowments. We take the following into consideration when building a portfolio: time horizon, income needs, risk tolerance, and tax status. Our investment strategies are tailored to each client household based on their personal circumstances. In the construction of client portfolios, we have near limitless options, in our structure as an independent registered investment advisor.